Sun Financial’s Apple AAPL Stock Holding History

Sun Financial’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.17M	Buy	10,628 +23	+0.2%	+$5.99K	1.59%	13
2025 Q4	$2.88M	Buy	+10,605	New	+$2.85M	1.61%	14

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sun Financial's AAPL Position: Q1 2026 in Review

Sun Financial increased its Apple (AAPL) stake by 0.22% in Q1 2026, buying an estimated $5.99K and bringing the position to 10,628 shares worth $3.17M. The position accounts for 1.59% of the portfolio, ranked #13.

Sun Financial first reported a position in AAPL in Q4 2025 and has held it in 2 quarters since. 6,090 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Sun Financial held 10,628 shares of Apple worth $3.17M as of Q1 2026.
Sun Financial bought 23 Apple shares in Q1 2026, an estimated $5.99K.
Apple made up 1.59% of Sun Financial's portfolio in Q1 2026, its #13 holding.
Sun Financial first reported a position in Apple in Q4 2025 and has held it in 2 quarters since.
6,090 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.